Special Needs Trusts - Are You Prepared?
A Special Needs Trust is a special trust that holds title to property for the benefit of a child or adult who has a disability without...
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Oct 31, 20232 min read
Identity Theft - Insurance Fraud On the Rise
Making You Look Like the Bad Guy Identity theft occurs when your personal identifying information is used by someone else without your...
Aug 24, 20233 min read
Dementia and How to Help Your Loved One
What is Dementia? Dementia is actually not a disease in and of itself but, rather, a syndrome that is characterized by a collection of...
May 30, 20232 min read
Can Virtual Reality Benefit People with Disabilities?
As you grow older, we're all learning the importance of movement. People who keep moving live longer and are inherently more healthy. ...
Nov 22, 20222 min read
Reducing Lonely Feelings Over the Holidays
Seniors an feel lonely over the holidays, especially those that remind us the meaning and importance of family; gathering together to...
Aug 31, 20223 min read
Helping Loved Ones Navigate Financial Issues
The National Council on Aging reports that approximately 25 million adults living in the United States aged 60 or over are living at or...
Jul 1, 20223 min read
What IS Freedom?
Independence Days Men & women fought and gave the ultimate sacrifice for all of us so that we may enjoy the freedoms we have today. What...
May 30, 20222 min read
Duty and Honor on Memorial Day
Each year we recognize the men and women who died in service of their country in the armed forces. Its predecessor, Decoration Day,...
Feb 23, 20223 min read
Why You May Want a Fiduciary to Manage Your Money
Hiring a financial planner is one of the most important decisions you’ll ever have to make. It is, oftentimes, the first step toward...
Nov 22, 20213 min read
Surviving the Holidays Without Your Spouse
Surviving the holidays without your loved one.
Sep 1, 20213 min read
Who Will Manage Your Loved One's Special Needs After You're Gone?
Choosing a trustee for a Special Needs Trust is a BIG deal. A very big deal. When you create a special needs trust for a loved one, you...
Jul 13, 20212 min read
The Roles of a Fiduciary (Part 2)
In our previous blog, we discussed how the role of the fiduciary is vastly important and must fulfill the duty of care, the duty of...
Jul 1, 20212 min read
The Roles of a Fiduciary (Part 1)
A fiduciary is an entity with the power and legal obligation to act on behalf of another in situations that require trust, honesty, and...
Jul 1, 20211 min read
California Conservatorship Facts
With so much false information out in the public recently about conservators and conservatorship, PFAC wanted to do something to provide...
Jun 8, 20211 min read
Stories Of Care: How Professional Fiduciaries Change Lives - Haru & Miko
The story of Haru & Miko and how professional fiduciaries change lives.
Jun 7, 20211 min read
Heeding the Call - The Story of California Professional Fiduciaries
Understand what a CLPF does and the value professional Fiduciaries provide.
Nov 10, 20204 min read
The Origin and History of Veterans Day
Perhaps there has never been a more important day to recognize the origin and history of Veteran's Day. To recall and remember what our...
Mar 13, 20203 min read
Coronavirus Disease (COVID-19) Situation
This is an emerging, rapidly evolving situation and CDC will provide updated information as it becomes available, in addition to updated...
Dec 26, 20195 min read
California Courts May Invalidate Right of Survivorship in Joint Accounts
Often an aging parent will add an adult child to the parent’s account as a joint holder to assist with asset management or bill payment. ...
Dec 20, 20193 min read
Heightened Evidentiary Standard for Moving Conservatees from Their Personal Residence
Frequently when a conservatorship proceeding is commenced, the proposed conservatee is residing in his or her personal residence. Having...
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